HFASX Mutual Fund

NAV$7.75

Returns Overview

1 Month
+0.44%
3 Months
+2.26%
6 Months
+0.94%
YTD
+1.07%
1 Year
+3.86%
3 Years (annualized)
+4.26%
5 Years (annualized)
-1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HFASX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate Credit Index Hedged USD(^BBGACRIUSH)
This Mutual Fund (YTD)
+1.07%
Peer Avg (YTD)
+0.99%
vs Peers
+0.08%

HFASX Mutual Fund Performance

HFASX performance across multiple time periods: 1-month 0.44%, YTD 1.07%, 1-year 3.86%, 3-year 4.26%, 5-year -1.06%.

HFASX returns outperform the peer average of 0.99% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

HFASX performance comparison shows side-by-side returns with another fund. HFASX alternatives are available in the Mutual Fund Screener.